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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
426
Camelot Portfolios
Ohio
$1.96M +$342K +8,916 +23%
HC
427
HNP Capital
New York
$1.94M +$1.8M +47,112 New
MWM
428
Modera Wealth Management
New Jersey
$1.94M +$77.1K +2,012 +4%
EFL
429
ERn Financial LLC
Wisconsin
$1.92M -$815K -21,268 -31%
FCH
430
Freestone Capital Holdings
Washington
$1.92M – – –
AP
431
Appleton Partners
Massachusetts
$1.91M -$5.82K -152 -0.3%
AIM
432
Anchor Investment Management
South Carolina
$1.87M +$153 +4 +0%
BFG
433
Beacon Financial Group
Texas
$1.87M -$276K -7,216 -13%
PFG
434
PAX Financial Group
Texas
$1.86M -$350K -9,140 -17%
AIM
435
Aspen Investment Management
Michigan
$1.85M +$787K +20,536 +83%
FFW
436
Fusion Family Wealth
New York
$1.85M -$508K -13,264 -23%
WA
437
Wealth Alliance
New York
$1.84M +$353K +9,228 +26%
AO
438
Advisor OS
Illinois
$1.84M +$1.72M +44,828 New
CM
439
Columbus Macro
Pennsylvania
$1.81M – – –
CBFP
440
Cedar Brook Financial Partners
Ohio
$1.81M +$82.4K +2,152 +5%
GJIC
441
Gamble Jones Investment Counsel
California
$1.8M -$30.6K -800 -2%
CA
442
Cornerstone Advisory
Maryland
$1.8M +$319K +8,320 +23%
BIM
443
Bridges Investment Management
Nebraska
$1.79M +$78.9K +2,060 +5%
FNT
444
First National Trust
Pennsylvania
$1.78M +$12.9K +336 +0.8%
AWA
445
Arete Wealth Advisors
Illinois
$1.77M +$754K +19,672 +84%
KC
446
Kingfisher Capital
North Carolina
$1.74M -$342K -8,936 -17%
MIAN
447
Mariner Independent Advisor Network
Kansas
$1.74M -$334K -8,728 -17%
RWG
448
Regal Wealth Group
California
$1.72M – – –
DWM
449
Doyle Wealth Management
Florida
$1.72M +$777K +20,272 +93%
CI
450
Conning Inc
Connecticut
$1.72M +$107K +2,800 +7%
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